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Overview

The Roles and Permissions Management feature in SafariDesk allows you to control user access, assign responsibilities, and manage your support team efficiently. By defining roles such as Admin and Agent, you can ensure that each user has the appropriate level of access to perform their tasks while maintaining system security and accountability. This feature is essential for teams that need structured access control and visibility into user activity.

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Accessing Roles and Permissions

To manage users and their roles, navigate to: User Management → Roles & Permissions
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This page provides a complete overview of all users in your workspace, including their roles, status, and activity.

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User Directory Overview

The Roles & Permissions page displays a list of all users with the following details:
  • Name – User’s full name
  • Email – Registered email address
  • Role – Assigned role (Admin or Agent)
  • Status – Indicates whether the user is active
  • Last Login – Most recent login timestamp
  • Created – Date the user was added
  • Actions – Options to manage the user
This centralized view helps administrators monitor team access and activity in real time.

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Inviting Users

To add a new user to your workspace, click the Invite User button. Enter the user’s email address and assign a role. Once invited, the user will receive access to the system based on their assigned permissions.

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Understanding Roles

SafariDesk currently supports two primary roles:

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Admin

Admins have full access to the system and can:
  • Invite and remove users
  • Assign and modify roles
  • Manage workspace settings
  • Oversee system activity and usage

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Agent

Agents are operational users who handle day-to-day support tasks.
  • Access tickets and customer interactions
  • Perform assigned workflows
  • Limited administrative control
Agents can be promoted to Admins if additional permissions are required.

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Managing User Roles

You can update a user’s role at any time using the Actions menu.
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Available actions include:
  • Edit Role
    Change a user’s role from Agent to Admin or vice versa
  • Update Status
    Activate or deactivate a user’s access
  • Remove User (if enabled)
    Permanently remove a user from the workspace
Role changes take effect immediately and update the user’s access permissions across the system.

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Tracking User Activity

The Last Login field provides visibility into user activity.
  • Users who have never accessed the system will display “Never”
  • Active users show their most recent login timestamp
This helps administrators monitor engagement and identify inactive accounts.

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Best Practices for Role Management

To maintain a secure and efficient workspace:
  • Assign Admin roles sparingly to avoid unnecessary access
  • Regularly review user activity and permissions
  • Deactivate or remove inactive users
  • Use Agents for operational tasks and limit administrative privileges
Following these practices helps ensure better security, accountability, and team performance. By clearly defining roles and permissions, your team can work more efficiently while maintaining full control over your workspace.

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Need Help?

If you have any questions or need assistance, contact our support team at
[email protected]**. **We’re always here to help you get the most out of SafariDesk.